Sophia Seraj

CBG Credit Product Associate II at Bank of the West/BNP Paribas NY Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Irvine, California, United States, US
Languages
  • Spanish Limited working proficiency
  • Farsi Native or bilingual proficiency

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • CBG Credit Product Associate II
      • Jan 2022 - Present

    • United States
    • Manufacturing
    • 1 - 100 Employee
    • Accountant
      • Nov 2020 - Jan 2022

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Tax Intern
      • Jun 2019 - Sep 2019

      - Generated depreciation and amortization forecasts - Created a Tax Basis (Profit & Loss) Debt Portfolio by conducting the debt to financing ratio on each property in the fund - Reviewed opportunity zone tax rules and researched property locations in order to determine the company's qualification in opportunity zoning - Organized and produced a Tax Due Diligence checklist - Generated depreciation and amortization forecasts - Created a Tax Basis (Profit & Loss) Debt Portfolio by conducting the debt to financing ratio on each property in the fund - Reviewed opportunity zone tax rules and researched property locations in order to determine the company's qualification in opportunity zoning - Organized and produced a Tax Due Diligence checklist

    • United States
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Information Technology Logistics Intern
      • Jun 2016 - Sep 2018

      - Created inventory list for returned products and assigned proper codes to inventory- Coordinated needed pick-ups and deliveries with vendors- Managed and handled shipping, receiving and ordering inventory- Assisted corporate office with paperwork/equipment for new hires or employees leaving thecompany- Composed the new member manual handbook for permanent Administrative position

    • Accounts Payable Intern
      • Feb 2016 - Jun 2016

      - Reviewed invoices and check requests- Posted transactions to company management database- Researched and resolved invoice discrepancies- Prepared supporting documentation for audits

    • United States
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Expense Team Intern
      • Jun 2014 - Aug 2015

      - Reviewed expense reports per company policy - Prepared budget reports for monthly variance meetings - Reviewed expense reports per company policy - Prepared budget reports for monthly variance meetings

Education

  • University of California, Riverside
    2016 - 2020

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